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STON

StoneMor Inc.

Delisted

STON was delisted on the 3rd of November, 2022.

81 hedge funds and large institutions have $114M invested in StoneMor Inc. in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $116M → $114M (-$2.76M)

7% less funds holding

Funds holding: 8781 (-6)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

60% less call options, than puts

Call options by funds: $2.25M | Put options by funds: $5.65M

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
29
Reduced
26
Closed
15
Calls
$2.25M
Puts
$5.65M
Net Calls
-$3.4M
Net Calls Change
-$270K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.8M +$533K +21,993 +4%
WPEP
2
Walnut Private Equity Partners
Nebraska
$8.18M -$165K -6,822 -2%
Bank of America
3
Bank of America
North Carolina
$8.12M -$10K -413 -0.1%
NC
4
Nicholas Company
Wisconsin
$7.77M +$970K +40,000 +15%
Deutsche Bank
5
Deutsche Bank
Germany
$5.77M -$514K -21,181 -8%
WRM
6
Weybosset Research & Management
Rhode Island
$5.75M +$324K +13,377 +6%
GXMC
7
Global X Management Company
New York
$5.37M +$512K +21,124 +11%
BGIM
8
Brandywine Global Investment Management
Pennsylvania
$4.91M
Renaissance Technologies
9
Renaissance Technologies
New York
$4.91M -$870K -35,900 -15%
Wells Fargo
10
Wells Fargo
California
$4.43M -$135K -5,560 -3%
RJA
11
Raymond James & Associates
Florida
$4.12M +$706K +29,127 +22%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.99M +$888K +36,619 +30%
ACM
13
Advisors Capital Management
New Jersey
$3.74M -$62.2K -2,564 -2%
JP Morgan Chase
14
JP Morgan Chase
New York
$2.98M +$490K +20,230 +20%
FIM
15
Fernwood Investment Management
Massachusetts
$2.64M -$12.1K -500 -0.5%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.56M +$27.3K +1,128 +1%
NIMC
17
NWQ Investment Management Company
California
$2.09M +$143K +5,900 +8%
UBS Group
18
UBS Group
Switzerland
$1.87M -$1.37M -56,517 -43%
LPL Financial
19
LPL Financial
California
$1.73M -$300K -12,392 -15%
RIM
20
Regent Investment Management
Kentucky
$1.32M +$90.3K +3,725 +8%
TYCC
21
Texas Yale Capital Corp
Florida
$1.15M
GC
22
Guggenheim Capital
Illinois
$1.09M +$55.4K +2,285 +6%
BIC
23
Beach Investment Counsel
Pennsylvania
$1.02M +$134K +5,516 +16%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$957K +$329K +13,587 +55%
BW
25
Bison Wealth
Georgia
$950K +$230K +9,474 +32%

STON Hedge Fund Activity: Q2 2016 in Review

81 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in StoneMor Inc. (STON) for Q2 2016, worth a combined $114M — down 2.4% from $116M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of STON and 9 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 29 added.

The largest buyer was Nicholas Company, adding an estimated $970K. The largest seller was PNC Financial Services Group, cutting an estimated $1.86M.

  • 81 institutional investors held StoneMor Inc. (STON) as of Q2 2016, down from 87 in Q1 2016.
  • Funds reported $114M of StoneMor Inc. stock for Q2 2016, down 2.4% quarter-over-quarter.
  • 9 funds opened new StoneMor Inc. positions in Q2 2016 and 15 closed out, a net change of -6 holders.
  • The largest StoneMor Inc. buyer in Q2 2016 was Nicholas Company, an estimated $970K added.
  • The largest StoneMor Inc. seller in Q2 2016 was PNC Financial Services Group, an estimated $1.86M sold.

Based on aggregated 13F filings for Q2 2016.